FAQs in this section
What is a Sales Order in Vtiger CRM?
When do I use a Sales Order?
How do I create a Sales Order?
How do I create a sales order from a deal?
How do I add a new section to a sales order?
How do I share a Sales Order?
How do I generate a purchase order from a Sales Order?
How do I generate an invoice from a Sales Order?
How do I add a document to a Sales Order?
How do I print a Sales Order?
How do I change the template of a Sales Order?
Is Sales Order available in the Sales Starter edition?

How do I add a product or a service to a Sales Order?

Follow the steps below to add a product or a service:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Click +Add Sales Orders and fill in all the necessary details.
  5. Open the recently created Sales Order and click Edit.
  6. Go to the Item Details block.
  7. Click Add row.
  8. Select the Product or Service.
To know more about Sales Order, click here.
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